See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,913 | $177,572-81.5% | $154,803-78.7% | $142,382-76.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 44.38% | 65.07%-20.7pp | 58.88%-14.5pp | 217.08%-172.7pp |
| Employer contribution / active EE | $2,801 | $4,810-41.8% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $7,952 | $6,272+26.8% | $5,540+43.5% | $6,507+22.2% |
| Admin fee / account holder | $34 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |